Filed February 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $192,730 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 · EIN 95-3845382 | Other Commissions | $43,233 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 · EIN 33-0785439 INC DBA ALLIANT RETIREM · NEW YORK NY, NY 10178 | Contract Administrator | $42,357 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $23,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,879 | $56,734-42.0% | $68,368-51.9% | $103,975-68.4% |
| Participation rate | 0.0% | 61.6%-61.6pp | 73.8%-73.8pp | 72.5%-72.5pp |
| Annual return | 13.03% | 13.73%-0.7pp | 292.57%-279.5pp | 19.41%-6.4pp |
| Employer contribution / active EE | $2,382 | $1,867+27.6% | $2,649-10.1% | $3,722-36.0% |
| Participant deferral / active EE | $2,338 | $2,940-20.5% | $4,123-43.3% | $5,343-56.2% |
| Admin fee / account holder | $112 | $263-57.3% | $5,150-97.8% | $332-66.3% |